Thought Papers

August 2023 – Comparing Apples to Apples: Using Information Ratio in Small Cap to Identify Manager Skill

June 2023 – Suffering from Bad Breadth?

March 2023 – Just Below the Surface: Cornerstone’s Proprietary Approach to Analyzing Bank Stocks

March 2023 – Value & Active’s Excellent Opportunity

December 2021 – Why Active Value Now

January 2021 – A Trader’s Perspective: Short Selling, Reddit, Robinhood and Recent Volatility in the Market

November 2020 – The Cases For And Against Future Inflation During The COVID Economy

August  2020 – A Generational Opportunity for Active Value Investors Video

July 2020 – A Generational Opportunity for Active Value Investors

November 2019 – Generational Opportunity for Active Value-Oriented Strategies

September 2019 – Active vs Passive – The Age Old Debate